CATALYST THE FUTURE COMES TO LIGHT JULY BURTON GROUP CONFERENCE NORTH AMERICA SAN FRANCISCO

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1 THE FUTURE COMES TO LIGHT BURTON GROUP CATALYST CONFERENCE NORTH AMERICA Strategic, timely, in-depth information about IT infrastructure JULY SAN FRANCISCO Intense user focus Hype-free presentations Candid discussions Audience participation Vendor strategies, product previews Burton s independent analysis Enterprise-user best practices SPONSORED BY:

2 ATTENDEES INCLUDE: IT/IS Professionals Network/IT Architects CIOs/CTOs/CISOs IT Executives/Directors Enterprise Technologists Integration Specialists Technology Strategists Information Security Professionals E-Business Architects FROM ORGANIZATION/INDUSTRIES SUCH AS: Global 2000 Corporations Fortune 500 Businesses Government Agencies Education Institutions Financial Institutions Healthcare Organizations Manufacturing Companies CATALYST CONFERENCE A Decade of Examining Existing and Emerging Network Technologies s tenth-anniversary Catalyst Conference will empower you to build the appropriate network and identity management infrastructure. The conference will examine enterprise architecture, best practices, and technology developments for critical technologies, including security, identity management, directory services, provisioning, Web services, IP telephony, storage networking, and MPLS. Catalyst 2003 will enable and empower you to: Reap the benefits of emerging technologies; know when and how to use them Understand the business implications regarding critical technologies Increase the benefits and reduce the risks of opening networks and business processes Explore Burton s in-depth research and independent analysis Mingle with world-class Burton analysts and consultants See Burton in action as a champion for the enterprise technologist Discuss and demo the latest products at vendor hospitality suites Network with peers from around the globe s Catalyst Conference: Clients and Non-Clients are Welcome Launched in 1993, s annual forum is an independent, industry-leading investigation of enterprise network and identity management infrastructure. The conference consistently focuses on current key topics such as directories, security, and networks. Burton maintains conference quality with non-commercial, in-depth coverage making Catalyst an industry favorite. In response to 2002 s sell-out attendance, however, only a limited number of tickets are available for non-burton clients this year. Please register in advance to guarantee attendance. Unlike Industry Trade Shows, Catalyst Conference: Gives you strategic, timely, and practical information Offers the most in-depth, independent, and technical content in the industry Explores topics from multiple perspectives: analysts and consultants, vendors, users, independent researchers, third-party consortiums Forecasts a two-to-three year path for key technologies Highlights how technologies fit into the IT infrastructure big picture for global enterprises Influences the industry with its user focus CATALYST: PRESENTED BY BURTON GROUP is the only enterprise IT research and advisory firm focused exclusively on network-related technology and architecture. Since 1990, has supported global enterprises with its practical, in-depth, and independent information covering key infrastructure topics such as directories, security, architecture, and networks. BURTON HELPS CLIENTS PLAN, BUILD, AND MANAGE GENERAL-PURPOSE IT INFRASTRUCTURE FOR: Enabling secure access to information and business services over a standards-based identity and policy infrastructure Converging voice, video, and data networks, thereby creating a next-generation network Building, deploying, managing, and integrating the next generation of networked applications and Web services CATALYST: IN COOPERATION WITH THE NAC Since 1995, the Network Applications Consortium ( a non-profit user group focused on standards interoperability, has teamed with Burton to help shape the conference topics. The NAC also develops a set of questions for vendors to use as mandatory guidelines for creating their presentations. These guidelines require vendors to minimize marketing hype and speak to particular, and often sticky, user issues. 2 catalyst@burtongroup.com/

3 OVERVIEW: CATALYST CONFERENCE 2003 Using networks to conduct business remains a strategic issue for enterprise organizations. Integration and communication requirements across organization boundaries have created inflection points in enterprise computing infrastructure. For example, perimeter SUPPLIERS CUSTOMERS security technologies, wireless connections, IP telephony (IPT), and IPv6 are morphing the network infrastructure. INTERNAL SYSTEMS & DATA Identity management initiatives are transforming directory and security infrastructures. And the Web services framework EMPLOYEES PARTNERS is, slowly but surely, changing how enterprises will build, deploy, and manage applications. High quality strategic thinking with a practical edge. JOHN MEAKIN, MANAGING DIRECTOR, HEAD OF IT SECURITY, DRESDNER KLEINWORT WASSERSTEIN It gave us the information we needed from a thirdparty perspective and did not lean toward one product over another. IT ANALYST LEAD, PRINCIPAL FINANCIAL GROUP Information on industry trends and what the big players were up to. DAVID THORNEWILL, CEO, DIRXON, INC. Catalyst provided me with the information required to determine the technology path of several key projects. GLENN CHAMBERLIN, VICE PRESIDENT, WACHOVIA BANK catalyst@burtongroup.com/

4 CONFERENCE TRACK: NETWORK AND TELECOM STRATEGIES DAVID PASSMORE enterprise networks: more than just transport Why is a scalable, intelligent infrastructure critical to business success? How can you build and deploy one to meet current and future needs? Hear the latest design considerations, learn about the impact of new and future technologies, and get practical how-to tips on easing the implementation of IP communications and improving quality of service. The Network and Telecom Strategies track will also focus on security as presenters demonstrate how to implement new technologies without compromising security. All of these issues will be combined into a strategic perspective. Explore how you can implement these technologies while meeting the needs of your organization. Architecture Evolution: How technologies such as IPv6, MPLS, storage networking, DNS, and wireless networks will affect enterprise network architecture overall Perimeter security architecture, including intrusion detection, firewalls, and wireless and mobile security IP telephony, including security issues, wireless support, business cases, and deployment strategies B R S I Roundtable Customer Vendor Standards Effort Industry TRACK KEYNOTE ADDRESS David Passmore, Research Director, B Networks and Telecom: Back to the Future Enterprise The past two years have been the worst in history for network service providers. Carriers have suffered from a combination of huge losses, overcapacity, bankruptcy, and fraud. These developments have, in turn, greatly reduced revenues for vendors that sell primarily to service providers. Consequently, enterprise networking is hot again, and both network equipment vendors and investors have redirected their attention to enterprise nets. Passmore will analyze these developments, providing a context for and preview of the conference track s presentation lineup. Wednesday July 9 Network Infrastructure: New Technologies, New Services B New Enterprise Technologies and Services David Passmore, Research Director, B MPLS - What Enterprises Need To Know Irwin Lazar, Practice Manager, Vision for the Network of the Future Hossein Eslambolchi, CTO & President, AT&T Labs B IPv6: Has Its Time Come? Dave Kosiur, Senior Analyst, DNS: The Right Platform for Future Internet Services Paul Mockapetris, Chief Scientist, Nominum B WLAN Advancements Michael Disabato, Analyst, B Mobile Services Michael Disabato, Analyst, R Mobile Services: Roll-Out Plans and Long-Term Strategies Moderator: Michael Disabato, Analyst, B Storage Networking Trends William Terrill, Analyst, B Next-Generation Data Center Infrastructure William Terrill, Analyst, R Next-Generation Data Center Infrastructure: Deployment, Management, and Integration Moderator: David Passmore, Research Director, Thursday July 10 Securing the Distributed Perimeter: Creating Effective Security Architectures B Securing the Distributed Network Perimeter David Passmore, Research Director, B Security and Network Services: Enabler or Disabler? Dave Kosiur, Senior Analyst, C Developing an Adaptive Network Architecture Joseph Reeves, Information Technology Consultant, Hewlett-Packard B Next-Generation Intrusion Detection Irwin Lazar, Practice Manager, R Next-Generation Intrusion Detection: Assessing Reality Moderator: David Passmore, B Next-Generation Firewalls Fred Cohen, Principal Analyst, R Next-Generation Firewalls: What, When, and Where Moderator: David Passmore, B Securing the Moving Target Michael Disabato, Analyst, Securing the Home User B Securing IP Telephony Networks Raymond Keneipp, Service Director, B Managing Distributed Security Dave Kosiur, Senior Analyst, R Managing Distributed Security: Meeting the Challenge Moderator: David Passmore, Securing Data in Storage Networks Dan Avida, President and CEO, Decru Corporation Auditing Network Security Matt Stevens, VP Technology, Network Intelligence Corp. Home is Where the Danger Is Gregor Freund, CEO, Zone Labs Friday July 11 IP Telephony: Beyond the Basics B IPT: Ready for Enterprise Deployment Raymond Keneipp, Service Director, C Migrating to IPT William Jahsman, Director, Network & Communications, University of Utah Real ROI for IP Telephony Hank Lambert, Director of Product Marketing, Cisco Systems B The Future of IP Telephony Raymond Keneipp, Service Director, R The Future of IP Telephony Moderator: Ray Keneipp, Service Director, C Real Benefits in Largest IP Telephony Deployment Worldwide Vladab Marjanovic, Director Infrastructure Technologies, Cisco Systems Hosted Voice Services Scott Wharton, Vice President, BroadSoft Corporation B Third-Party Applications: Delivering on the Promise Today Raymond Keneipp, Service Director, 4 catalyst@burtongroup.com/

5 enterprise identity management: creating a secure business context Identity management (IdM), which helps to functionally secure business services and applications, intellectual property, and private information, is one of the most important infrastructure investments enterprises will ever make. To help you make the investment pay off, Catalyst presenters will define identity management, assess progress towards important new industry standards, describe what enterprises can deploy today, and evaluate vendor solutions. In order to prepare you for what is coming next, the Directory and Security Strategies track will focus on these trends and technologies: Enterprise identity management (IdM) Directory services and provisioning systems Federated identity and security interoperability Entitlement management, including roles-based access control and other authorization services Web services CONFERENCE TRACK: DIRECTORY AND SECURITY STRATEGIES JAMIE LEWIS TRACK KEY NOTE ADDRESS Jamie Lewis, CEO and Research Chair, B Enterprise Identity Management: It s About the Business What is digital identity and will there ever be an identity standard? And how do enterprises manage identity? Lewis will explore the business drivers behind identity management, and the architecture and integration issues enterprises face as they deploy an identity management (IdM) infrastructure. He ll describe Burton s enterprise identity management model and how the functional components of the model work together. The presentation will also examine standards developments (or lack thereof), the changing nature of the platform, and the implications Web services and application servers will have on identity management. B R S I Roundtable Customer Vendor Standards Effort Industry Wednesday July 9 Managing the Identity Life Cycle: Provisioning and Process B Burton s Enterprise Security Model: Architecture and Best Practices Daniel Blum, Senior Vice President and Research Director, B Defining the Market: Identity Management Vendor Strategies Mike Neuenschwander, Senior Analyst, Secure Identity Management and Regulatory Compliance Gary Hein, VP, Architecture and Strategy, Novell Identity Management: Critical Business Infrastructure Arvind Krishna, Vice President of Security Products, IBM/Tivoli B User Management: Building and Maintaining Identity Repositories Gerry Gebel, Analyst, C Identity Mapping and Referral Strategies Bill Malik, CTO, Waveset User Management: Supporting a Partner Community Frank Schumann, Director of Information Technology, Star Alliance B Provisioning: New Market Directions Phil Schacter, Service Director, Provisioning: Deployment Experience Tom King, Chief Information Security Officer, Lehman Brothers S The Service Provisioning Markup Language Gavenraj Sodhi, OASIS PSTC founding member, Senior Technology Analyst, Business Layers R Identity Management: Business Drivers, Implementation Issues, and Best Practices Moderator: Jamie Lewis, CEO and Research Chair, Thursday July 10 Putting Identity to Work: Roles and Federation B Complexity vs. Simplicity: The Tower of Babel and the Walls of Jericho Fred Cohen, Principal Analyst, I The Declaration of the Right of Bits Bob Blakley, Chief Scientist, Security and Privacy, IBM/Tivoli Enterprise Privilege Management Phil Venables, Chief Information Security Officer, Goldman-Sachs B Identity Assurance: Policy, Architecture, and Best Practices Trent Henry, Analyst, B Access Management: Is There a Role for RBAC? Gerry Gebel, Analyst, An Alternative to Roles and Rules John Yelle, Director, DTCC Architecture Office, Depository Trust Clearance Corporation B Web Access Management: Survival Strategies Mike Neuenschwander, Senior Analyst, B Web Services Security: Architecture, Standards, and Realistic Expectations Phil Schacter, Service Director, B Federated Identity: Why and When? Daniel Blum, Senior Vice President and Research Director, C Web Services Security and Federation TBD, Microsoft Federated Identity in Practice Michael Beach, Associate Technical Fellow, The Boeing Company Identity Networks, Scalable Trust Models and the Role of Open Source Andre Durand, Founder and CEO, Ping Identity Corporation R Federated Identity: Standards, Challenges, and Early Experience Moderator: Jamie Lewis, CEO and Research Chair, Friday July 11 Platforms and Integration: Building Secure Web Services B Service-Oriented Architectures: Fulfilling the Web Services Vision Anne Thomas Manes, Research Director, B Scaling and Managing Web Services James Kobielus, Senior Analyst, Using Web Services to Limit Middleware Bloat David Cohen, Vice President, IDS, Technology Architecture Group, Merrill Lynch B Web Services Platforms: Market and Vendor Assessment Simon Yates, Service Director, The Converging Paths of Web Services and Grid Computing Graham Glass, Chief Executive Officer, The Mind Electric Web 2.0: The Next Generation of Applications Scott Dietzen, Chief Technology Officer, BEA Systems The Enterprise Service Bus: Next-Generation Middleware David Chappell, Vice President, Chief Technology Evangelist, Sonic Software R Platforms and Integration: Building Secure Web Services Moderator: Jamie Lewis, CEO and Research Chair, catalyst@burtongroup.com/

6 6 CATALYST CONFERENCE TUTORIALS Visit to register or view the course syllabus for these tutorials. Due to the strong technical nature of the conference, offers tutorials so you can learn about new technologies and solutions, or simply brush up in certain areas. Each half-day and full-day tutorial is hosted by a Burton analyst or consultant and offers real-world insight on some of the leading technology issues facing organizations today. Inasmuch as these limited-seating tutorials are very popular, it is advised that you register early to guarantee a seat. MONDAY JULY 7, 8AM-12PM Implementing Multi-Protocol Label Switching (MPLS) irwin lazar, practice manager, burton group Gain a detailed understanding of MPLS technologies and develop a strategy for implementing MPLS within your networks. This highly technical workshop provides a detailed discussion of MPLS protocols, standards and trends, potential uses of MPLS in enterprise networks, and migration and implementation strategies. Directory Best Practices Justifying, Deploying and Leveraging Directories doug simmons, principal consultant, burton group This tutorial focuses on directories, explores their key roles in identity management infrastructures, and justifies an enterprise-wide directory project as a required building block. Learn how to deploy a directory service that spans network resources, enterprise resources and e-business environments. Workshop also features: business case examples, savings estimation techniques, and intangible benefits explanations. Provisioning: Making it Work kevin kampman, practice manager and senior consultant, burton group This tutorial provides a pragmatic introduction to the provisioning market, an in-depth discussion of the functional components of provisioning systems, and an illustration of how provision relates to other identity management technologies. The tutorial also discusses provisioning vendors and the strengths and weaknesses of their products. Best practices and case studies are also covered, concluding with practical recommendations for selecting and deploying a provisioning solution. MONDAY JULY 7, 1PM-5PM Major Trends in Broadband Networking dave passmore, research director, burton group Optical networking, high-speed Ethernet, and wireless are all compelling service providers and enterprises to change the way in which they architect their networks. This tutorial provides a strategic overview of industry trends from local networking to the core of the Internet and emerging data centers. Learn which types of broadband networking are likely to survive and thrive as bandwidth and performance demands increase. Enterprise Security Architecture: An Integrated View and Planning Model dan blum, senior vice president and research director, burton group gerry gebel, analyst, burton group Learn best practices for planning a virtual enterprise network security architecture and see s newly revised security architecture model. Tutorial provides invaluable guidance on one of the most challenging aspects of security architecture and governance: the structuring of security domains and controls. Learn how disparate security components, users, resources, and policies to fit together and how this might relate to your own organization and its security architecture. IPv6: Benefits and Challenges jack stackhouse, senior consultant, burton group IPv6 the next generation IP protocol suite promises major benefits for enterprise networks, including simplified and more flexible network management and administration. However, transitioning from today s IPv4 environment will present significant new challenges. The tutorial provides an overview of IPv6, the problems it solves (and creates), justification for migration, transition strategies, and a road map for implementation. Developing Identity Management and Directory Services Architecture douglas moench, senior consultant, burton group Use s Reference Architecture as a tool to evaluate your current environment and develop identity management and directory services architecture. This workshop explains the difference between architecture and design and then describes the benefits of beginning with architecture. The tutorial provides insight into each phase of architecture development, identifying the pre-requisites for proceeding and best practices Burton has encountered in typical enterprise environments. The tutorial also covers change control and migration strategy after the architecture is complete. Note: Attendees should have a working knowledge of identity management infrastructure technologies such as authentication, access management, provisioning, and directory services. catalyst@burtongroup.com/ TUESDAY JULY 8, 8AM-5PM Developing an Enterprise Network Architecture irwin lazar, practice manager, burton group This workshop teaches the skills needed to develop enterprise network architecture and provides a decision-making framework and methodology for technology selection. Attendees learn principles, technical positions and template frameworks developed through Burton s consulting experience with large enterprises. With this valuable technical information, you will understand how to create network plans that support business initiatives. Identity Management: Putting it All Together randall gamby, senior consultant, burton group This all-day tutorial defines the components of an end-to-end identity management (IdM) infrastructure, including directory services, user management technologies (such as provisioning and delegated administration), authentication, and access management. Where other tutorials focus on provisioning and directory services exclusively, this tutorial covers all of the components that comprise IdM infrastructure. It explores strong and weak points in relation to industry developments and standards and how organizations should approach potential deployments. TUESDAY JULY 8, 8AM-12PM Understanding Storage Area Network (SAN) and Network Attached Storage (NAS) Solutions bill terrill, analyst, burton group This half-day tutorial focuses on the basics of storage area network (SAN) and network attached storage (NAS) technologies. Discussions cover the differences between a SAN and a NAS environment, the method of accessing the storage devices, the protocols utilized, and where each protocol is most appropriate. In order to provide a comprehensive understanding of the features and functions available for the creation of the storage environment, the tutorial outlines the overall topology of storage networks and discusses the various components required to create a storage network. A Practical Guide to Web Services anne thomas manes, research director, burton group This tutorial provides a practical introduction to Web services and an overview of its core technologies: XML, SOAP, WSDL, and UDDI. The workshop includes an explanation on how these technologies fit with your current infrastructure and how an application works with them. The presentation explores application design issues, best practices, and advanced topics. It will also review the myriad product offerings and discuss an evaluation methodology. The workshop follows a step-bystep approach to building Web services. Provisioning: Making it Work kevin kampman, practice manager and senior consultant, burton group Repeat of Monday July 7, 8am-12pm Session TUESDAY JULY 8, 1PM-5PM Developing a Mobility Architecture mike disabato, analyst, burton group The tutorial covers technology and business aspects of establishing architecture capable of supporting a mobile workforce. Wireless LANs have proven their worth in the enterprise network by improving productivity and allowing access to network resources and services as long as the user is within range of an access point. With the emergence of 2.5G and 3G cellular data services and public-access hot spots based on IEEE WLAN technologies, there is a growing need for the enterprise network manager to develop holistic architecture capable of supporting mobile communications. Directory Best Practices Justifying, Deploying and Leveraging Directories doug simmons, principal consultant, burton group Repeat of Monday July 7, 8am-12pm Session CATALYST HOSPITALITY SUITES: NETWORKING, FOOD/BEVERAGES, ENTERTAINMENT, AND DEMONSTRATIONS Select vendors expound on their strategic plans and demonstrate products in an informal environment at the Catalyst Hospitality Suites. On Wednesday and Thursday evening, attendees have the opportunity to visit with the vendors and ask them specific questions, hear about their unique integration solutions, or learn about new product releases. Watch for a list of participating vendors.

7 CONFERENCE LOCATION Hilton San Francisco 333 O Farrell Street San Francisco, CA DATES AND TIME July 7-8 Tutorials Monday, 8:00AM-5:00PM Tuesday, 8:00AM-5:00PM July 8 Opening Reception Tuesday, 6:00PM-9:00PM July 9-10 General Session Wednesday & Thursday, 8:00AM-6:00PM, with an hour lunch and breaks July 11 General Session Friday, 8:00AM-2:00PM, with a working lunch and breaks July 9-10 Hospitality Suites Wednesday & Thursday, 6:00PM-10:00PM HOW TO REGISTER Please Note: Registrations will be processed upon receipt of payment. offers the following payment options and honors Visa, MasterCard, American Express, and Diners Club. PHONE: Credit Card Information Required ONLINE: Credit Card Information Required FAX: Credit Card Information Required Fax completed registration form to: MAIL: Check or Money Order Required Attach check/money order (payable to Burton Group ) to completed registration form and send to: ATTN: Catalyst Registration 7050 Union Park Center, Suite 510 Midvale, UT USA CONFERENCE REGISTRATION FEES Clients: $1,895 Non-Burton Clients: $2,295 Your conference fee includes attendance to all sessions in the conference track of your choice, breakfast and lunch, special proceedings, the opening reception, and all vendor hospitality suites. Please note that tutorials are an additional fee. TUTORIAL FEES Half Day Tutorials Burton Clients: $495 per tutorial Non-Burton Clients: $595 per tutorial All Day Tutorials Burton Clients: $695 per tutorial Non-Burton Clients: $795 per tutorial HOTEL RESERVATIONS & SPECIAL PRICING Visit or call or ext.175 (USA only). Mention and receive the special rate of $229 per night. REGISTRATION FORM July 9-11, 2003 Hilton San Francisco, California ATTENDEE INFORMATION (please print) Attendee: Title: Organization: Address: City: State/Province: Postal Code: Country: Phone: Fax: TUTORIALS Monday, July 7, 8 am-12 pm Implementing Multi Protocol Label Switching Provisioning: Making it Work Directory Best Practices-Justifying, Deploying and Leveraging Directories Monday, July 7, 1 pm-5 pm Enterprise Security Architecture: An Integrated View and Planning Model IPv6: Benefits and Challenges Developing Identity Management and Directory Services Architecture Major Trends in Broadband Networking Tuesday, July 8, 8 am-5 pm (All Day) Developing an Enterprise Network Architecture Identity Management: Putting in All Together Tuesday, July 8, 8 am-12 pm Understanding Storage Area Network (SAN) and Network Attached Storage (NAS) Solutions Provisioning: Making it Work (Repeat Session) A Practical Guide to Web Services Tuesday, July 8, 1pm-5pm Developing a Mobility Architecture Directory Best Practices-Justifying, Deploying and Leveraging Directories (Repeat Session) CHOOSE ONE OF THE FOLLOWING TRACKS: Network and Telecom Strategies Technologies that enable voice, video, and data networks to converge such as VPNs, IP Telephony, and Network Architecture. Directory and Security Strategies Technologies that enable and integrate applications across intranets, extranets, and exchanges including directory, security, and web services. Will you be attending the Opening Reception? Yes No Note: If you would like to bring a guest(s) (18 and over) to the Opening Reception there will be an additional cost of $75 per guest.total number of guest(s) excluding yourself: _. REGISTRATION PAYMENT Total Enclosed or To Be Charged: $ OR Client Ticket Number(s): Card #: Exp.Date: Master Card Visa American Express Diners Club Name on Card (please print): Signature: Promotion Code: REFUND POLICY Registration refund requests received prior to June 5, 2003 will be charged a $200 processing fee. No refunds will be granted for cancellations received after June 5, Substitutions for paid registrations are permitted at any time. All requests for registration refunds must be in writing and sent to the address location on the back of this brochure for subsequent verification and processing. CONTACT/REGISTRATION INFORMATION, 7050 Union Park Center, Suite 510, Midvale, UT PHONE: or ext. 174 (USA Only) FAX: Attn: Catalyst Registration catalyst@burtongroup.com ONLINE: catalyst@burtongroup.com/

8 THE FUTURE COMES TO LIGHT Union Park Center Midvale UT SPONSORED BY: